I used your service in 2019 and CA says I owe $9,000 due to a filing error. Does my protection plan cover this? Please investigate. Thanks!

[fernandeze22]

I am writing to seek clarification regarding the protection plan I purchased from TurboTax for the tax year 2019. Recently, I was notified by the state of California that, according to their records, I owe $9,000 in taxes for that year. This came as a surprise to me since I used TurboTax to file my taxes. I am concerned that there might have been an error in the tax calculation done by TurboTax's software.

Could you please confirm if the TurboTax protection plan I paid for in 2019 covers me for any potential errors made by your filing system? Additionally, I would greatly appreciate it if you could investigate this discrepancy to understand why such a significant miscalculation may have occurred. Your assistance in resolving this matter is crucial for me.

[Bsch4477]

Generally there’s an explanation of the discrepancy or a number to call the state for clarification. We can’t see your return so would be of no help without more information. 

[CatinaT1]

This FAQ should give you contact information: What is MAX?

[doncj]

I also received a letter from CA FTB dated 1/31/2024 stating that there was a mistake on the 2019 tax return (I used TurboTax). It states that there was an error on the turbo tax return and that my income was under-reported for the CA return only. I reviewed the return and indeed there was a discrepancy between the federal and CA state tax return gross income, which is obviously a turbotax software mistake. Now it states I owe CA FTD an additional $10,924. What are the protections/warranties that Turbotax provides for its own software mistake? The interest alone charged by CA is $1,230. 

[Cynthiad66]

Use the form below to submit your claim. Answer the questions as best as you can and we’ll figure out which guarantee you’re covered by.

Before you submit your claim, make sure that:

• You received an assessment notice regarding a tax return that shows the penalties and/or interest you owe
• Your contact information is current
• You filed an amended return after we fixed the error if we asked you to do so
• For the 100% Accurate Calculations Guarantee:
  • You double-checked your entries and you believe you entered them correctly
  • If you used a CD/download version of TurboTax, you registered your software and your program is up-to-date
• For the 100% Accurate, Expert Approved Guarantee:
  • You used TurboTax Live services

For additional claim instructions click this link:  How Do I Submit A Claim Under TurboTax 100% Accuracy Guarantee

@doncj